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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,033 | $82,630-80.6% | $64,105-75.0% | $125,389-87.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -3.99% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $570 | $2,671-78.7% | $1,820-68.7% | $4,866-88.3% |
| Participant deferral / active EE | $3,173 | $3,608-12.1% | $2,822+12.5% | $5,352-40.7% |
| Admin fee / account holder | $774 | $6,382-87.9% | $4,499-82.8% | $9,541-91.9% |